About

We are holistic financial planners who understand what it takes to get ahead in a city like Sydney. We have a depth of understanding and experience in financial advice, mortgage broking, finance, and tax. And most importantly, we practice what we preach.

OUR TEAM

BERIN DELFORCE (Planner / Broker / Coach)

MBA, ADFP, Cert IV Finance, FASEA, AFA, FBAA

Berin, founder, principal financial adviser, and mortgage broker at Stickman Wealth, has over ten years of expertise guiding young professionals and families toward financial success. Renowned for his straightforward, clear approach, Berin simplifies complex financial concepts, making them accessible to all.

Living by our motto, ‘For a life that’s rich,’ Berin focuses on strategies that not only build wealth but also enhance life quality. Specialising in helping clients achieve options for their future, paying down their home loans sooner, minimising taxes, and building wealth through investments, the team craft plans that balance wealth accumulation with the enjoyment of life’s pleasures.

Berin’s approach blends personal attention and digital efficiency, mirroring our commitment to adaptable, client-focused support. Looking forward, he is set on growing Stickman Wealth, deepening our positive impact on our clients’ lives.

For expert financial guidance that’s both practical and tailored, Stickman Wealth is your ideal partner. Reach out to start a journey focused on achieving your specific financial goals.

LIENE DELFORCE (Operations & Marketing)

Affectionately known as our Stickwoman behind the Stickman, Liene brings over 15 years of corporate communications expertise from renowned firms like QBE and AMP. Her skill in transforming intricate financial topics into clear, engaging narratives enhances our clients’ understanding and involvement in their financial journey.

In her role, Liene is essential in streamlining operations and communication processes at Stickman Wealth. Her work is ensuring our client interactions are not just informative but also seamless and positive, reflecting our commitment to fostering an environment where clients feel valued and well-informed.

Liene’s dedication to elevating client experiences at Stickman Wealth is grounded in building shared understanding and mutual trust, ensuring that our clients’ needs and satisfaction are always at the forefront.

"For us, living a rich life means spending more time with family and our two young kids, with the freedom and peace of mind of having our finances working for us. Enabling us to do more of the things that bring us joy. To travel. Providing education and opportunities for our kids and time to be there with them along the way. It also means being able to help family, friends, and the causes we care about – both through time and finance."

- Berin & Liene

Fred Estrada (Stratplanner)

Fred helps bring the strategic vision for your financial plan to fruition. Fred expertly assists Berin to identify opportunities and strategies for your advice, as well as developing that advice. Fred loves analysing data and finds a huge sense of accomplishment working through complex projections and calculations for our clients.

In his spare time, you will find Fred cooking, tidying his place, singing karaoke or watching anime, comedy and romcoms.

Maria Saerry Mongaya (Financial Planning Assistant and client services)

Saerry is our resident expert in making your plan a reality, meticulously ensuring we are covering all bases when we develop, implement and review your advice – from start to finish. Saerry finds satisfaction in watching our clients’ money grow.

Saerry loves city culture but is also environmentally conscious. She enjoys spending time in nature and caring for animals. Although Saerry is an introvert and may come across as quiet, her ability to talk all day is only known to those who are very close to her.

Nadia Palomar (Senior Lender)

Nadia has an accounting background but was drawn to the realm of home lending. Since then, she has excelled in assisting clients to buy homes and investment properties. Nadia is our Senior Lender and is well-versed in tax-effective loan structuring.

Nadia is a very diligent worker but oh so calm under pressure. She loves photography, travelling and is a big foodie!

AWARDS WE’VE WON

We are award-winning financial professionals who know what’s important to everyday Australians.

STICKMAN IN ACTION

“Berin gave me practical tools for thinking about my goals. He took all the worry away and spent time finding the best possible deal for my super and insurance. I wouldn’t hesitate to recommend Stickman Wealth, whether it’s sorting out your super or for more strategic investment advice.”

"Berin has been really helpful building my financial knowledge and confidence. He ensured I was able to live in the now but also prepare for the future. One of the best things working with Berin is his supportive accountability. I am definitely more aware of my financial circumstances and over the years have been starting to diversify and build my finances."

"We’ve been working with Berin for three years and are thrilled we’re starting to see our investment building. With the cost of everything becoming more expensive and rising interest rates, it’s comforting to know we’re still making progress and staying ahead. Berin helped us get into our first home and put in place a plan to pay it down more quickly from the beginning."

"Berin helped me see that hiding my head in the sand was only causing me greater stress. He has patiently explained aspects of the financial system to me, so I'm better educated to make informed decisions. Working with Berin has helped me to identify and set goals and he is excellent at coaching me to achieve these. I've eliminated my credit card debt, increased my savings, set up a realistic budget and gained confidence about my financial future."

"I no longer worry about my finances as I have peace of mind that I am in good hands. I’ve been a client for 6 years and am extremely happy with the very knowledgeable advice given. I have regular meetings where I’m kept up to date with the changing market and assess my future goals. Berin’s always available and happy to assist whenever I need further advice and to explain any other options. I’m a single lady and depend on my investments for a comfortable retirement. I have a sense of security and can sleep easy at night with the confidence that I’m being looked after."

"I have known Berin for some time now, it’s how he communicates with his clients that makes him stand out from the other financial planners I have met in the past, making it as easy as possible to make the right decisions."